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Saudi Arabia's Humain picks Goldman Sachs to advise on data centre financing, sources say
Reuters89d agoneutral
Saudi Arabia's Humain picks Goldman Sachs to advise on data centre financing, sources say

Saudi Arabia-backed artificial intelligence company Humain has picked Goldman Sachs to advise on a financing package to build data centres in the kingdom that ‌could be worth at least 20 billion riyals, two sources with knowledge of the matter ‌told Reuters, as the firm races to expand capacity amid a regional AI push. The move illustrates how Saudi Arabia, like Gulf neighbours ​Qatar and the United Arab Emirates, is accelerating its AI build-out to capitalise on surging global demand for computing power. The country is also banking on cheap energy to power data centres - a powerful lure for hyperscalers such as Google, Microsoft and Meta that are driving AI adoption.

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Meta Platforms Restructures Workforce To Prioritize AI And Test Valuation Gap
Simply Wall St.89d agoneutral
Meta Platforms Restructures Workforce To Prioritize AI And Test Valuation Gap

Meta Platforms (NasdaqGS:META) is cutting around 10% of its workforce in a large restructuring. More than 7,000 employees are being moved into roles tied to artificial intelligence projects. The company is eliminating managerial layers and cancelling thousands of open positions. The changes are aimed at supporting higher investment in AI infrastructure and products. Meta runs social and communication platforms including Facebook, Instagram and WhatsApp, while also investing in virtual and...

META
Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?
24/7 Wall St.89d agoneutral
Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?

For years, Nvidia (NASDAQ:NVDA) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics stepped in. First under the Biden administration, and later under President Trump, Washington tightened restrictions on exporting advanced AI chips to China. The goal was ... Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?

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Buy, Sell, or Hold: Palantir at $134 and NVIDIA at $220
24/7 Wall St.89d agoneutral
Buy, Sell, or Hold: Palantir at $134 and NVIDIA at $220

At $134, Palantir (NASDAQ:PLTR) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively on the numbers. Both anchor the AI trade, but their setups differ sharply. Palantir builds data and AI software (Gotham, Foundry, AIP) for U.S. defense, intelligence, and commercial markets. After reaching a $207.52 high in February, the stock unwound ... Buy, Sell, or Hold: Palantir at $134 and NVIDIA at $220

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Will AMD Stock Hit $500 This Year?
24/7 Wall St.89d agoneutral
Will AMD Stock Hit $500 This Year?

The question on every Advanced Micro Devices (NASDAQ:AMD) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers through our proprietary model, the answer is a qualified yes. Our 24/7 Wall St. price target for AMD is $505.08 over the next 12 months, implying 19.98% ... Will AMD Stock Hit $500 This Year?

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XNTK Has Crushed QQQ by Six Points in 2026 and the Reason Is Hidden in How Each Fund Decides Which Stocks Matter
24/7 Wall St.89d agoneutral
XNTK Has Crushed QQQ by Six Points in 2026 and the Reason Is Hidden in How Each Fund Decides Which Stocks Matter

If you want exposure to U.S. technology through a single ticker, the default answer for most investors is Invesco QQQ Trust (NASDAQ:QQQ), the most recognized tech-tilted ETF in the world. The less obvious choice, SPDR NYSE Technology ETF (NYSEARCA:XNTK), has quietly outpaced it by roughly six percentage points so far in 2026. The funds look ... XNTK Has Crushed QQQ by Six Points in 2026 and the Reason Is Hidden in How Each Fund Decides Which Stocks Matter

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Tech Weekly: data center deals, Meta's major job cuts
Reuters Videos89d agobearishVIDEO
Tech Weekly: data center deals, Meta's major job cuts

<body><p>STORY: From data center deals to Meta's major job cuts, this is Tech Weekly.</p><p>:: Tech Weekly</p><p>Google and Blackstone announced on Monday they’re forming an AI cloud business venture.&nbsp;</p><p>They’re aiming to capitalize on robust demand for AI data centers.&nbsp;</p><p>Major asset manager Blackstone will invest an initial $5 billion.</p><p>This will help bring 500 megawatts of data center capacity online in 2027, with further expansion planned over time.&nbsp;</p><p>The total investment value could reach $25 billion, including leverage, according to Bloomberg News.</p><p>Tesla’s Elon Musk expects fully self-driving cars without human safety monitors will soon be nationwide in the U.S.&nbsp;</p><p>"We already have some vehicles operating with no people inside and no safety monitors in three cities in Texas and what probably will be widespread in the U.S. by later this year and hopefully in Israel too."</p><p>Tesla, which has faced slowing vehicle sales, operates robotaxis in Austin, Dallas and Houston.</p><p>But when Reuters tested it, it was plagued with long wait times, no availability or incorrect drop off spots for riders.&nbsp;</p><p>Yet, Musk remains positive that cars with no humans will be ubiquitous within a decade.</p><p>Samsung Electronics and its South Korean union have narrowed some differences in talks, a mediator said on Tuesday.</p><p>Pressure’s mounting from the government and business groups to avoid an imminent and damaging strike.&nbsp;</p><p>The two sides are seeking to hash out a deal on bonus payments before nearly 48,000 workers walk off the job for 18 days on Thursday.</p><p>Samsung accounts for almost a quarter of Sourth Korea’s exports.</p><p>And a strike of that magnitude and length has the potential to inflict significant damage on the economy.&nbsp;</p><p>Samsung’s also the world’s largest memory chip maker and production disruptions could dent global supply during the AI boom.&nbsp;</p><p>Meta’s planning to lay off 10% of its employees this week as it surges its AI investments.&nbsp;</p><p>The tech giant said in a memo to staff that workforce cuts would be accompanied by organizational changes aimed at improving AI workflows.&nbsp;</p><p>It said the company plans to move 7,000 employees to new initiatives related to AI workflows and slash managerial roles.</p><p>The changes are part of a far-reaching overhaul planned at Meta this year, as it looks to center AI agents in both product offerings and internal work.&nbsp;</p><p>A robot bricklayer could help address a shortage of skilled workers, according to one of its developers...</p><p>by automating one of the most repetitive and physically demanding roles on building sites.</p><p>Founder and CEO of JT Lifestyle Homes, Dr Jan Telensky:</p><p>"When I did the survey the average age of a bricklayer in UK is 46 years, which means, and nobody is learning it. So in 20 years time who is going to build the houses if you need a bricklayer?"</p><p>His solution is WLTR, the Wall Laying Terra-Based Robot, known simply as 'Walter.</p><p>He added that the robot can do the work of five bricklayers and one labourer in an hour, while being operated by one person.</p></body>

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Corning Leans Into AI Infrastructure Growth As Valuation And Risks Stand Out
Simply Wall St.89d agoneutral
Corning Leans Into AI Infrastructure Growth As Valuation And Risks Stand Out

Corning (NYSE:GLW) is expanding its role in AI data infrastructure through multi-year optical connectivity agreements with hyperscale customers including Meta. The company has entered a broad partnership with Nvidia that includes operational collaboration and an investment in Corning through warrants. Corning plans to increase U.S. optical connectivity manufacturing capacity tenfold and build three new facilities to support AI data center demand. The company is also planning a significant...

GLWMETANVDA
24/7 Wall St.89d agoneutral
The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive — and so is the spending. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet ... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

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Bloomberg90d agoneutral
Moonshot AI to Overhaul Structure to Win Nod for Hong Kong IPO

(Bloomberg) -- Moonshot AI has informed its investors it will revamp its corporate structure to pave the way for an initial public offering in Hong Kong, aligning with Beijing’s tightened requirements for Chinese companies seeking an overseas debut. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapTrump Says Holding Off on New Iran Strikes After

BABAMETA
Meta Moves 7,000 Workers Into AI Roles Ahead of Job Cuts
Bloomberg90d agobearish
Meta Moves 7,000 Workers Into AI Roles Ahead of Job Cuts

(Bloomberg) -- Meta Platforms Inc. is reassigning 7,000 workers to new jobs related to artificial intelligence, according to an internal memo, part of a broad corporate restructuring that includes planned staff reductions later this week. Most Read from BloombergStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil Sanctio

GOOGGOOGLMETA
Pitchbook90d agoneutral
NextEra, Dominion combination ushers in new era of power, utilities consolidation

On Monday, Florida-based NextEra Energy, North America’s largest investor-owned electric utility, announced it had entered an agreement to combine with Dominion Energy, creating the world’s largest regulated electric utility business. The $66.8 billion all-stock transaction is the latest evidence of growing consolidation in the US public energy and utilities sector to meet the exponential demand for power to fuel the AI buildout. Goldman Sachs estimates in a February report that global data cent

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Meta Platforms Inc. (META): Mark Cuban Outlines His View on AI Race Winners
Insider Monkey90d agoneutral
Meta Platforms Inc. (META): Mark Cuban Outlines His View on AI Race Winners

We just covered the Mark Cuban Stock Portfolio: 8 Best Stocks to Buy and Meta Platforms, Inc. (NASDAQ:META) ranks 4th on this list. Although Mark Cuban was bullish on big technology firms like Meta Platforms, Inc. (NASDAQ:META) in the past, he has recently confirmed that he has moved away from investments in these big tech […]

META
Meta Platforms (META) Launching Incognito Chat for WhatsApp AI Assistant
Insider Monkey90d agoneutral
Meta Platforms (META) Launching Incognito Chat for WhatsApp AI Assistant

​Meta Platforms, Inc. (NASDAQ:META) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 13, Reuters reported that Meta Platforms, Inc. (NASDAQ:META) is launching a new Incognito Chat feature on WhatsApp for conversations with the company’s AI assistant. ​The report highlighted that this new feature is aimed at […]

META
Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?
24/7 Wall St.90d agoneutral
Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?

Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking. Meta Platforms (NASDAQ:META) stock is down 11% over the trailing month, while Alphabet (NASDAQ:GOOGL) stock is up 16% in the same time frame. Both reported their financial results on April 29, and the ... Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?

GOOGGOOGLMETA
Exclusive-Meta lays out plans for May 20 restructuring in internal document
Reuters90d agobearish
Exclusive-Meta lays out plans for May 20 restructuring in internal document

Meta detailed its layoff plans for this week in a ‌memo shared with employees on Monday, saying ‌cuts to 10% of its workforce globally would be accompanied by ​a new round of organizational changes aimed at improving the company's AI workflows. The Facebook owner is planning to lay off 10% of its employees on Wednesday, with notifications ‌going out in ⁠three batches globally at 4 a.m. local time, according to the memo, seen by ⁠Reuters. In the memo, Meta's head of human resources, Janelle Gale, told employees that "many leaders will announce org changes" ​in coordination ​with the layoffs.

META
NextEra to buy Dominion for $67 billion, betting on AI power demand
Reuters Videos90d agobullishVIDEO
NextEra to buy Dominion for $67 billion, betting on AI power demand

<body><p>STORY: :: Amazon Web Service</p><p>Two powerhouse utility companies are merging as the AI boom fuels data center demand.</p><p>:: NextEra Energy</p><p>NextEra Energy on Monday said it will buy Dominion Energy in an all-stock transaction valued at nearly $67 billion.</p><p>:: Dominion Energy</p><p>The deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value.</p><p>:: NextEra Energy</p><p>:: Amazon Web Service</p><p>The transaction gives NextEra greater reach into supplying electricity to Big Tech's burgeoning data centers, with Dominion's customers including Alphabet, Amazon, Microsoft, Meta and CoreWeave.</p><p>:: Archive</p><p>It also follows an agreement NextEra made last year with Google to reopen a nuclear power plant in Iowa.</p><p>The energy sector has seen a wave of consolidation recently as rapid data-center buildout lifts power demand for the first time in two decades, opening up a lucrative revenue stream and boosting profit prospects.</p><p>:: Archive</p><p>This year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish private-equity firm EQT. That followed Constellation Energy's deal for Calpine and Blackstone's purchase of TXNM Energy last year.</p><p>Monday's announcement sent shares of NextEra lower by as much as five-and-a-half percent, while Dominion's stock rose as much as eleven-and-a-half percent to its highest level since November of 2022.</p></body>

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SpaceX IPO Will Add Another Musk Stock. It’s a Problem for Tesla
Bloomberg90d agoneutral
SpaceX IPO Will Add Another Musk Stock. It’s a Problem for Tesla

(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and

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